Very sparse orderboards indeed, should make for continued volatility in Europe/UK and the US today.
Sizes are very much reduced, but here’s where interest is clustering:
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AMZN's custom AI chips drive triple-digit revenue growth. Its valuation is attractive vs. GOOGL/AAPL.
Wholesale inflation jumps 1.4%, hitting stocks like OXM (-4%). Real wages fall, impacting consumer spending.
Wholesale inflation spikes 1.4%, hitting stocks like CWK, LOVE, MTN. LOVE's volatility noted.
NextEra eyes Dominion in $400B utility deal. AI data centers boost power demand, driving valuation.
Mexico trade hits $84B, up 8.6%. USMCA talks may drag, impacting nearshoring valuations.
NVDA's 20% YTD gain faces scrutiny. High AI demand vs. investor return concerns. CPI at 3.8%.
PLTR dips 4.2% on rising yields; sticky inflation hits software valuations. Buy opportunity?
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